Zoho One Business Integration (Transport | Packers & Movers | Insurance | Real Estate) Project Goal Build a fully integrated Zoho One ecosystem to manage multi-vertical operations with zero manual data entry, unified customer records, automated pipelines, document management, and real-time dashboards. Scope of Work 1. CRM Architecture • Custom CRM design (not everything in Leads) • Separate modules for: o Transport & Logistics o Packers & Movers o Insurance o Real Estate • Unified Contact view showing all services • Interlinked Deals, Activities, and Documents 2. Sales Pipelines & Automation • 4 separate deal pipelines (one per vertical) • Stage-based automations: o Auto task creation o WhatsApp / Email notifications o SLA-based follow-ups & escalations • Cross-sell triggers between verticals • Deluge scripting required 3. Lead Capture & Integrations • WhatsApp Business API (Zoho native, no unnecessary paid tools) • Web Form → CRM (auto-create Contact, Deal & Service records) • Social media lead capture via Zoho Social • Phone call logging • Duplicate checks & auto-assignment logic 4. Document Management • Structured Zoho Documents folder system • Auto-naming, auto-categorization, version control • Role-based access & OCR search • Documents auto-linked to Contact + Service + Deal 5. Reporting & Dashboards • Executive, Sales, and Operations dashboards • Custom reports: o Lead source performance o Vertical profitability o Team productivity o Customer lifetime value o Document processing time